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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,846 | $37,196-33.2% | $154,114-83.9% | $55,725-55.4% |
| Participation rate | 45.0% | 64.1%-19.1pp | 83.0%-38.1pp | 70.9%-25.9pp |
| Annual return | -4.04% | 1319.68%-1323.7pp | 735.16%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $727 | $1,614-54.9% | $5,298-86.3% | $2,078-65.0% |
| Participant deferral / active EE | $486 | $2,068-76.5% | $5,081-90.4% | $3,356-85.5% |
| Admin fee / account holder | $143 | $102+40.9% | $13,411-98.9% | $115+24.3% |